Bank of Montreal
NATL

Bank of Montreal’s National Interstate Corporation NATL Stock Holding History

Bank of Montreal’s Portfolio NATL Stock Details NATL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-160
Closed -$4K – 4730
2014
Q2 		$4K Buy
+160
New +$4.51K ﹤0.01% 4327

Other funds holding NATL

AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
LOM
Loeb Offshore Management New York $547M AUM 50.11% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LIM
Longfellow Investment Management Boston, Massachusetts $489M AUM 9.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal's NATL Position: Q3 2014 in Review

Bank of Montreal sold out of National Interstate Corporation (NATL) in Q3 2014, closing a stake of 160 shares — an estimated $4K sold.

Bank of Montreal first reported a position in NATL in Q2 2014 and held it in 1 quarter. The position peaked at $4K in Q2 2014. 60 funds tracked by Wall St. Rank hold NATL as of Q3 2014.

  • Bank of Montreal reported no remaining National Interstate Corporation position as of Q3 2014 after selling out during the quarter.
  • Bank of Montreal sold 160 National Interstate Corporation shares in Q3 2014, an estimated $4K.
  • Bank of Montreal first reported a position in National Interstate Corporation in Q2 2014 and held it in 1 quarter.
  • Bank of Montreal's National Interstate Corporation position peaked at $4K in Q2 2014.
  • 60 funds tracked by Wall St. Rank held National Interstate Corporation as of Q3 2014.

Based on Bank of Montreal's 13F filing for Q3 2014, filed 7 Nov 2014.